Trent Porter CPA, CFP
After seeing how numerous family and friends were being exploited by so-called “financial advisors,” Trent Porter wanted to offer trust worthy financial services that truly focused on clients’ needs. With this goal in mind, he founded Priority Financial Partners. Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients’ financial futures, enabling them to focus on what’s really important in life.
Previously as a director and CCO of nationally recognized Veritat Advisors, Trent worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform that erased commission-based bias and put clients’ interests first, an effort that was praised by the Wall Street Journal. Prior to Veritat Advisors, Trent worked as an advisor for the prestigious J.F. Williams Co., located in Denver, CO. He holds a master’s degree in accounting from Colorado State University and is a graduate of Florida State University’s financial planning program.
From regular features in the Wall Street Journal to guest hosting the “Your Money” show on SiruisXM radio, media outlets frequently reach out to Trent for his extensive industry insight and expertise in personal finance.
Trent is passionate about collecting vinyl records, mountain biking, playing the guitar and hiking 14’ers with his wife and their unruly dog Louie.
Derek Lawson, CFP
Derek has joined Priority Financial Partners as an Associate Financial Advsior and is concurrently finishing his PhD in Personal Financial Planning at Kansas State University. He has an extensive background in the industry including his role with a previous fee-only advisor firm, has served as Secretary for the National FPA NexGen group, the National Association of Personal Financial Advisors Genesis group as the Social Media & Marketing Strategist, as well as the current Treasurer of the Financial Therapy Association. Derek’s goal is to work closely with the team to better serve the firm’s clients and helping them enjoy what is really important in their life. Derek also has a passion for helping young professionals better understand the world of personal finance.
Derek’s doctoral research focuses on relationship dynamics, physiological stressors, financial therapy, behavioral finance, and consumption decisions with a primary focus of young adults in their mid-twenties and thirties. His work has been published in the Journal of Financial Planning, Financial Services Review, Journal of Financial Therapy, and he has co-authored a chapter on Money Scripts in the book, Financial Therapy: Theory, Research, and Practice, as well a a chapter on property and casualty insurance in the CFP Board Financial Planning Competency Handbook (2nd ed.). He earned his B.B.A. in Finance from the University of Iowa and his M.S. in Family Studies and Human Services with an emphasis in Personal Financial Planning from Kansas State University.
In his spare time he enjoys playing ice hockey and being outdoors with his wife Ashley and their two dogs. He also is actively involved in furthering the financial planning profession through social media.